See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,761 | $91,190-15.8% | $178,490-57.0% | $79,858-3.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 51.39% | 24.19%+27.2pp | 151.07%-99.7pp | 31.71%+19.7pp |
| Employer contribution / active EE | $6,084 | $3,256+86.9% | $5,011+21.4% | $2,471+146.3% |
| Participant deferral / active EE | $5,904 | $3,236+82.4% | $5,202+13.5% | $3,740+57.8% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |